See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,988 | $79,184-53.3% | $102,438-63.9% | $74,546-50.4% |
| Participation rate | 49.1% | 74.8%-25.7pp | 76.5%-27.4pp | 67.2%-18.2pp |
| Annual return | 13.56% | 54.95%-41.4pp | 29.37%-15.8pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,302 | $2,362-44.9% | $3,024-56.9% | $2,624-50.4% |
| Participant deferral / active EE | $2,660 | $4,414-39.7% | $5,054-47.4% | $4,347-38.8% |
| Admin fee / account holder | $4,424 | $2,001+121.1% | $9,448-53.2% | $1,944+127.6% |